| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 53 | 523,650 | VUG, VTV, RSP, IAU | 13F-HR | 2/14/2025 | 000149315225006833 |
| Q3 2024 | 53 | 492,296 | VTV, VUG, EMXC, RSP | 13F-HR | 11/14/2024 | 000149315224045819 |
| Q2 2024 | 27 | 979,610 | VTV, VUG, EMXC, DXJ | 13F-HR | 8/14/2024 | 000149315224032158 |
| Q1 2024 | 26 | 813,860 | VTV, EWJ, VUG, EMXC | 13F-HR | 5/15/2024 | 000149315224019824 |
| Q4 2023 | 26 | 513,289 | VTV, EWJ, VUG, DXJ | 13F-HR | 2/14/2024 | 000149315224006608 |
| Q3 2023 | 43 | 584,890 | VTV, EWJ, VUG, DXJ | 13F-HR | 11/14/2023 | 000149315223041050 |
| Q2 2023 | 30 | 434,457 | VTV, VUG, DXJ, EWJ | 13F-HR | 8/14/2023 | 000149315223028408 |
| Q1 2023 | 34 | 461,141 | VTV, VUG, IAU, EWJ | 13F-HR | 5/15/2023 | 000149315223017280 |
| Q4 2022 | 31 | 412,721 | VTV, DXJ, VUG, IAU | 13F-HR | 2/14/2023 | 000149315223004821 |
| Q3 2022 | 34 | 443,576 | VTV, VUG, DXJ, IAU | 13F-HR | 11/14/2022 | 000149315222032016 |
| Q2 2022 | 40 | 497,147 | VTV, HEZU, HEDJ, DXJ | 13F-HR | 8/15/2022 | 000131586322000562 |
| Q1 2022 | 44 | 645,215 | VTV, VUG, QUAL, HEDJ | 13F-HR | 5/13/2022 | 000131586322000371 |
| Q4 2021 | 44 | 634,800 | VTV, VUG, HEDJ, HEZU | 13F-HR | 2/14/2022 | 000131586322000117 |
| Q3 2021 | 43 | 551,630 | VTV, VUG, HEZU, HEDJ | 13F-HR | 11/12/2021 | 000131586321000880 |
| Q2 2021 | 111 | 556,599 | VTV, VUG, HEZU, HEDJ | 13F-HR | 8/13/2021 | 000131586321000668 |
| Q1 2021 | 126 | 486,713 | VTV, VUG, HEZU, HEDJ | 13F-HR | 5/13/2021 | 000131586321000425 |
| Q4 2020 | 128 | 475,141 | VUG, VTV, HEZU, HEDJ | 13F-HR | 2/12/2021 | 000131586321000170 |
| Q3 2020 | 119 | 289,571 | VUG, VTV, HEDJ, HEZU | 13F-HR | 11/13/2020 | 000131586320000925 |
| Q2 2020 | 113 | 264,745 | VUG, VTV, HEDJ, HEZU | 13F-HR | 8/13/2020 | 000131586320000697 |
| Q1 2020 | 118 | 316,721 | VUG, VTV, MTUM, SPLV | 13F-HR | 5/15/2020 | 000131586320000455 |
| Q4 2019 | 131 | 398,187 | VUG, VTV, SSPY, MTUM | 13F-HR | 2/13/2020 | 000131586320000165 |
| Q3 2019 | 105 | 357,464 | VTV, VUG, SSPY, MTUM | 13F-HR | 11/6/2019 | 000131586319000892 |
| Q2 2019 | 107 | 352,004 | VUG, VTV, MTUM, SSPY | 13F-HR | 8/9/2019 | 000131586319000666 |
| Q1 2019 | 91 | 337,970 | VUG, VTV, MTUM, SSPY | 13F-HR | 5/13/2019 | 000131586319000441 |
| Q4 2018 | 21 | 265,644 | IVV, VOO, HEZU, MTUM | 13F-HR | 2/12/2019 | 000131586319000148 |
| Q3 2018 | 12 | 294,152 | VTV, VUG, HEDJ, MTUM | 13F-HR | 11/13/2018 | 000131586318000854 |
| Q2 2018 | 12 | 263,757 | VTV, VUG, MTUM, QUAL | 13F-HR | 8/14/2018 | 000131586318000637 |
| Q1 2018 | 23 | 251,332 | VTV, VUG, HEZU, HEDJ | 13F-HR | 5/15/2018 | 000131586318000446 |
| Q4 2017 | 12 | 269,970 | VUG, QUAL, VLUE, VTV | 13F-HR | 2/9/2018 | 000131586318000136 |
| Q3 2017 | 11 | 277,872 | VUG, VLUE, VTV, QUAL | 13F-HR | 11/14/2017 | 000131586317000860 |
| Q2 2017 | 11 | 277,533 | VUG, VTV, VLUE, QUAL | 13F-HR | 8/7/2017 | 000131586317000624 |
| Q1 2017 | 11 | 268,070 | VUG, VYM, VTV, VLUE | 13F-HR | 5/9/2017 | 000131586317000412 |
| Q4 2016 | 11 | 236,879 | VUG, VYM, VTV, VLUE | 13F-HR | 2/14/2017 | 000131586317000143 |
| Q3 2016 | 12 | 205,198 | VUG, VYM, VTV, DXJ | 13F-HR | 11/14/2016 | 000131586316001930 |
| Q2 2016 | 12 | 164,238 | VUG, VYM, VTV, HEDJ | 13F-HR | 8/15/2016 | 000131586316001719 |
| Q1 2016 | 12 | 193,326 | VYM, VUG, DXJ, HEZU | 13F-HR | 5/16/2016 | 000131586316001459 |
| Q4 2015 | 11 | 237,579 | VYM, VUG, DXJ, HEZU | 13F-HR | 2/16/2016 | 000131586316001188 |
| Q3 2015 | 7 | 162,926 | VYM, VUG, DXJ, HEZU | 13F-HR | 11/13/2015 | 000131586315000884 |
| Q2 2015 | 5 | 114,323 | DXJ, HEDJ, VUG, VYM | 13F-HR | 8/14/2015 | 000131586315000685 |
| Q1 2015 | 6 | 101,480 | VYM, VUG, HEDJ, DXJ | 13F-HR | 5/15/2015 | 000131586315000468 |
| Q4 2014 | 17 | 97,098 | VUG, VYM, DXJ, HEDJ | 13F-HR | 2/13/2015 | 000131586315000127 |
| Q3 2014 | 10 | 70,492 | VGK, VUG, VYM, DXJ | 13F-HR | 11/14/2014 | 000108514614002348 |
| Q2 2014 | 10 | 88,365 | VGK, VUG, VYM, DXJ | 13F-HR | 8/14/2014 | 000108514614001779 |
| Q1 2014 | 6 | 89,553 | VYM, VUG, DXJ, IEO | 13F-HR | 5/15/2014 | 000108514614001231 |
| Q4 2013 | 11 | 108,144 | VUG, VYM, DXJ, MLPI | 13F-HR | 2/14/2014 | 000108514614000731 |